Guide

Holdout tests for law firms: how to prove an ad channel caused cases

Last reviewed October 24, 2026 by the Probative editorial team · Illustrative

Every ad channel takes credit for cases. The harder question is which cases it actually added: the ones that would not have signed without the spend. Attribution can’t answer that. A person who saw your TV spot, then searched your name and clicked a brand ad, gets counted as a brand-search case. A holdout test answers it with a fair comparison. This guide explains how a law firm can run one, using geography, and how to read what comes back. It uses the rules of The Probative Standard, and it builds on our guide to cost per signed case.

Why attribution can’t prove a channel works

Attribution assigns each signed case to a source, such as the last paid click before first contact. That’s useful for running accounts, and every guide on this site uses it. But it measures who got credit, not what caused the case. Some channels, brand search above all, sit at the end of a path that other spending started. They collect credit for cases that would have signed anyway.

The Probative Standard draws the line plainly: any claim that spend “caused”, “created”, “drove” or “added” signed cases needs a test, and without one the word is “attributed” (The Probative Standard). An incremental signed case is one that would not have happened without the spend. It is estimated only in aggregate, from a test, with an interval. No single case is ever labeled incremental.

Lawyers already know this logic. It is the but-for test: but for the spend, would the case have signed? A holdout test is that same question, run on your marketing, which is why Probative calls its on/off tests the But-For Test.

How a geo holdout works

You split the areas you advertise in into two groups. In the treatment group you change the spend: switch the channel off, or step it down by a fixed share. The control group stays on plan. After the test, you compare signed cases in the treatment areas with what they would have been, estimated from the control areas.

Three design choices matter.

1. The unit. Areas must be ones the ad platforms can target and your CRM can assign cases to: counties, ZIP code clusters or media markets. GeoLift, Meta’s open-source tool for geo tests, recommends using the finest level at which campaigns can be targeted (GeoLift). For TV, the unit is usually the media market, because that is how TV is bought.

2. The comparison. Treatment and control areas should be matched on the outcome you care about, signed cases, over a long stable period. GeoLift builds a “synthetic control”: a weighted blend of control areas that tracks the treatment areas closely before the test, using the augmented synthetic control method (GeoLift walkthrough). The gap after the test starts is the estimated effect.

3. Holdout or step. A full holdout switches the channel off in treatment areas. A step test cuts spend by a share, such as 50%, or raises it, such as 30%. The Standard prefers step tests because they answer the question a budget decision actually turns on, what the next dollar buys, and they keep markets open (The Probative Standard). Full holdouts suit channels where off is a real option: brand search, a Local Services Ads category, social prospecting.

The data you need first

A test is only as good as the history it’s matched on. The minimums below follow the Standard and GeoLift’s published practices.

RequirementMinimumWhy
History52 weeks of signed cases by area; 26 at the very leastCaptures seasonality (GeoLift)
Candidate areasAt least 20, each with 25+ pre-test periodsGeoLift’s stated minimum for a usable panel
Stable pre-period4 to 5 times the test length, no structural breakA new office or intake change breaks the match
DataDaily if possible, every area and date filledGeoLift strongly prefers daily data and needs no gaps
OutcomeSigned cases from leads created in the period, from your CRMThe firm’s records, not platform conversions

Two firm-specific problems come up often. First, the CRM must record where the client lives, not just where the firm’s office is. Second, the firm needs enough signed cases by area for the comparison to mean anything. That is what the power check is for.

Power and duration

Power is the chance a test detects an effect of a given size if the effect is real. The convention is 80% (PMC). The Standard reads results with two-sided 90% intervals, GeoLift’s default alpha of 0.1 (GeoLift walkthrough), and requires at least 80% power at the test’s minimum detectable effect: the smallest change it can reliably find.

The minimum detectable effect has to be smaller than the smallest effect that would change your decision. If you’d keep a channel even if it added only 15% of the treatment areas’ cases, a test that can only detect 60% is useless to you. GeoLift’s market-selection function simulates designs on your own history and reports power and the minimum detectable effect for each (GeoLift walkthrough).

Duration. The Standard requires four to eight weeks of treatment, never less than four. GeoLift advises covering at least one full purchase cycle (GeoLift). For a law firm, the “purchase cycle” is the time from first contact to signing, which is why the read waits.

The lag window. Count signed cases from leads created during the treatment, and read them only after at least 30 days and after your 80th-percentile lead-to-sign time, whichever is later. Injury firms with slow signings may need longer.

The template

Exhibit A

Free template: holdout design, one page

Write these twelve lines down before the test starts

#FieldWhat to write
1Question“Does [channel] add signed cases in [practice], and how many per $1,000?”
2Expected directionFewer cases in treatment areas (holdout or step-down), or more (step-up)
3Primary metricSigned cases from leads created during treatment, from the CRM, by client location
4Secondary metrics (2 at most)Qualified leads; consults held
5DesignFull holdout or step test; the share of spend changed
6AreasUnit (county, ZIP cluster, media market); how treatment areas were chosen; share of the market held out
7DatesPre-period, treatment start and end, read date after the lag window
8PowerMinimum detectable effect and power at that effect, from a simulation on your history
9MethodSynthetic control or matched markets; tool and version
10Integrity checksIntake staffing, tracking, prices and other channels held steady; checked weekly
11Stopping rulesStop only for an integrity failure or at the firm’s request; an early stop is reported as inconclusive
12Decision ruleWhat happens after a win, a null and an inconclusive result, written now
Probative's pre-registration layout, following The Probative Standard's holdout-test rules. Free to copy. Fill in every line and date it; log any later change beside the original.
Exhibit B

Illustrative power table

Illustrative

Fewer weekly cases means only large effects can be detected

Signed cases a week in treatment areas4-week test6-week test8-week test
5about 83%about 68%about 59%
10about 59%about 48%about 42%
25about 37%about 30%about 26%
50about 26%about 22%about 19%
Illustrative minimum detectable effect for an eight-week testAt 5 cases a week the smallest detectable effect is about 59%; at 10, about 42%; at 25, about 26%; at 50, about 19%.8-week test: smallest effect it can detect5 a week59%10 a week42%25 a week26%50 a week19%
ILLUSTRATIVE. Approximate minimum detectable effect as a share of treatment-area signed cases, at 90% two-sided confidence and 80% power, assuming case counts behave like Poisson counts and the synthetic control adds 50% to the noise. Your own simulation, on your own history, replaces this table.

The lesson of Exhibit B is not the exact figures; it is the shape. A firm with five signed cases a week in its test areas can only detect a channel that drives more than half of them. That can still be worth knowing, for example to confirm that a large program is pulling its weight. But it can’t settle a fine-grained budget question. Larger tests, longer tests and bigger spend changes all shrink the detectable effect.

Reading the result: win, null or inconclusive

The Standard sets three outcomes, decided by the interval for incremental signed cases (The Probative Standard).

ResultRuleWhat follows
WinThe 90% interval excludes zero, in the expected directionThe pre-registered decision runs
NullThe interval includes zero and lies within plus or minus the minimum detectable effectReported as a result; the “null” decision runs
InconclusiveAnything else, including a failed integrity check or an early stopNo budget change rests on it

A full readout shows the estimate and its interval, the incremental cost per signed case, the cases attribution gave the channel in the same areas, and the ratio of the two, the incrementality factor. If attribution credited a channel with 20 cases in the test areas and the test estimates it added 8, the factor is 0.4, and the channel’s true cost per signed case is two and a half times what its report says. That example is ILLUSTRATIVE; the point is that the factor can be well below one, and the only way to know is to test.

A result applies to the channel, areas and conditions tested. The Standard expires it after 12 months, or sooner if the channel’s budget moves by more than half, its strategy changes or the platform changes how it works (The Probative Standard).

TV, radio and billboards

Broadcast media gets no clicks, so attribution gives it nothing, which is as wrong as giving it credit for every brand search. Geo tests suit it well, because TV and radio are bought by media market. A typical design steps spend down, or up, in a set of markets while matched markets stay on plan, then compares signed cases from leads created in those markets. Use dedicated phone numbers per medium and a “how did you hear about us?” question at intake alongside the test, but let the test decide. Our personal injury marketing guide covers how broadcast fits an injury firm’s channel mix.

Platform lift studies

Ad platforms offer their own experiments. Google’s Conversion Lift based on geography splits regions into exposed and control groups, can use offline conversion data aggregated to ZIP or city level, and is available through a Google account representative (Google). Studies like this count under the Standard when you can see the design and the data, and the outcome is your own signed cases. When the platform reports a modeled result you can’t inspect, label it “platform-reported”.

Mistakes that spoil a test

  • Changing something else at the same time. A new intake hire, a price change or a TV flight in the test period breaks the comparison. GeoLift warns against national media changes during the pre-test or test period (GeoLift).
  • Stopping early because it looks good. An early stop is inconclusive by rule.
  • Reading too soon. Late signings land after the test ends.
  • Using platform conversions as the outcome. The question is signed cases, from your records.
  • Testing without power. A test that can’t detect the effect you care about produces a confident-sounding nothing.

What this means for your firm

  • Start recording client location in the CRM for every lead and signed case, if you don’t already.
  • Pick one question worth money: usually brand search, a Local Services category, or a broadcast flight.
  • Run the power check on your own history before committing to a design.
  • Write the twelve-line plan down and date it, with the decision rule for each outcome.
  • Treat every untested channel’s numbers as attributed, and say so in your reports.

Probative is AI-first SEO and ads for law firms. Tests follow The Probative Standard and are reported in signed cases from your own records; plans that include them are on the pricing page. If another agency runs your marketing, Independent Measurement can design and read a test on its channels. When you’re deciding where test results should move money, see our law firm marketing budget guide.

Marketing information, not legal advice. Any test uses only attorney-approved ads and never reduces intake coverage; your responsible attorney decides what client information leaves the firm.

Questions firms ask

What is a holdout test, in one sentence?
A holdout test switches a channel off, or steps its spend down, in some areas while matched areas stay on plan, then compares signed cases to estimate what the channel added.
How long does a holdout test take?
At least four weeks of treatment, usually four to eight, then a wait before reading: at least 30 days and at least the time it takes most of your leads to sign. With planning, expect about three months from design to readout.
Is a holdout test bad for business?
It costs something: some cases may not sign in the test areas while spend is down. Step tests, which cut spend by a share rather than to zero, keep that cost lower. The cost buys knowing whether the money was working, which usually saves far more than it risks.
Our firm is small. Can we still test?
Sometimes. Small firms have fewer signed cases per week, so a test can only detect large effects. Run the power check first. If no design within eight weeks can detect an effect big enough to change your decision, don't run it; test a bigger change or a longer program instead.
Can we trust the lift studies the ad platforms offer?
Only when you can see the design and the data. Google's geo-based Conversion Lift can use your own offline conversions, which helps. A platform's modeled estimate that you can't audit should be labeled platform-reported, not proof.
What does a null result mean?
That the test was powered to find an effect of a given size and didn't find one. It is a result, not a failure. For brand search, it often means the budget can come down without losing cases.

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